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5605 Glenridge Drive Suite 300, Atlanta, GA 30342 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2018-08-06 |
Branch Locations
5605 Glenridge Drive Suite 300, Atlanta, GA 30342 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ccf Invesments, Inc | Greensboro | GA | 04/2006 | 02/2017 |
| Regions Bank | Winder | GA | 02/2017 | 07/2018 |
| Cetera Investment Services Llc | St. Cloud | MN | 02/2017 | 07/2018 |
| Cetera Investment Advisers Llc | Winder | GA | 05/2018 | 07/2018 |
| Longview Wealth Management | Atlanta | GA | 07/2018 | Present |
| Cambridge Investment Research, Inc. | Fairfield | IA | 08/2018 | 12/2022 |
| M. S. Howells & Co | Scottsdale | AZ | 01/2023 | Present |
1. Madison First United Methodist Church; non-investment related; 296 S Main St Madison, GA 30650; Position/Title- Chairperson for Finance Committee; Start date- 1.1.24; Approximately 1 hour per month, 0 during trading hours; Description- Lead Finance Committee meetings 2. AUG 2018; INDEPENDENT INSURANCE AGENT, ATLANTA, GA; NON INVESTMENT RELATED; INSURANCE SALES; DEVOTE 1 HR/MONTH DURING MARKETHOURS. 3. AUG 2018; LONG VIEW WEALTH MANAGEMENT, ATLANTA, GA; INVESTMENT RELATED; RIA; CCO; COMPLIANCE FUNCTIONS RELATED TO ADVISORYDEVOTE 80 HRS/MONTH DURING MARKET HOURS. 4. JAN 2023; MS HOWELLS & CO; ATLANTA, GA, INVESTMENT RELATED; REGISTERED REPRESENTATIVE; 120/HRS/MONTH DURING MARKET HOURS
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-05-02 |
| S63 | Uniform Securities Agent State Law Examination | 2013-10-24 |
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